The safest way to get what you want is to deserve what you want.
Charlie Munger
What We Do
We manage a concentrated, long-only portfolio of up to ten high-quality names. We hunt for “young elephants” – small companies with the DNA of future giants and multibagger potential. We also remain opportunistic with fair-quality businesses when valuations are compelling. We strive to compound trust, capital, knowledge, and positive impact over decades.
Invert has delivered a 34.2% gross return since inception in May 2025 through March 2026 (outperforming the S&P 500’s 13.7% return over the same period by over 20%).
Our Principles
We are disciplined stewards of trust and capital.
We cultivate “a seamless web of deserved trust” in everything we do.
We seek asymmetric risk and reward: limited downside with massive upside.
We use patience as our core strategy and practice “Slow is smooth, smooth is fast.”
We invest for decades, not quarters: our favorite holding period is forever.
We invest in mission-driven, quality businesses that make the world a better place.
We are continuously learning and unlearning.
We Focus on High-quality Businesses
Global, with a primary focus on U.S., Canada, and Asian companies (HK or U.S. listed).
Software/tech, serial acquirers, e-commerce, durable consumer brands, and low-cost producers.
Micro-cap and small-cap (<US$2B).
Our Team
Alice
Alice spent seven years at Constellation Software (TSX: CSU). During her tenure, she served as Chief Strategy Officer for a major operating group and as a founding Portfolio CEO. In these capacities, she led global strategy projects, capital allocation through acquisitions, post-M&A integration, and the operational development of a portfolio of software companies from inception.
Her earlier professional background includes management consulting for Fortune 500 clients in New York City and Toronto. She holds an MBA from the Rotman School of Management and a B.S. from the Carroll School of Management at Boston College with triple majors in Finance, Operations, and Philosophy.
Tao
Tao built his career at Microsoft. He managed a corporate investment portfolio of $110B as part of a 12-member team. He later transitioned to be an AI scientist and spent several years building machine learning based cloud solutions for big corporations.
He earned an M.S. in Applied Mathematics from University of Washington, following a B.S. in Mechanical Engineering and Automation from Shanghai Jiaotong University.
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